Michael Mauboussin recently publisted an article discussing the use and misuse of multiples in valuation and investing. He covers what multiples miss, why they differ and their link to business fundamentals.
On the recent ‘Invest Like The Best Podcast’ podcast, Michael Mauboussin discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware.
In their latest article, Michael Mauboussin and Dan Callahan analyse the importance of ‘easy money’ for stock returns.
Counterpoint’s Michael Mauboussin has just released a new report reviewing five areas of micro and macroeconomics that drive increased returns.
In an interview with Morgan Stanley, Michael Mauboussin talks about a number of ways to remove emotion from investment decisions.
Michael Mauboussin delves into the concept of Pattern Recognition and discusses when it typically works well and why it can be misleading.
Michael Mauboussin discusses what qualities ‘superstar’ companies possess and how we can find them.
Michael Mauboussin delves into the concept and drivers of Total Shareholder Returns, which covers the increase in value of a given share price plus any dividends paid out during the period.
Michael Mauboussin has just published a comprehensive analysis of the business lifecycle and the characteristics of each period.
Many interesting reflections from Michael Mauboussin, focusing on three main themes: - Return on invested capital (ROIC) - Assessing a company’s competitive advantage - Management’s ability to invest the company’s
Follow Legendary investors Previous Next You don’t need to find new, unique investments to generate great returns. On the contrary, there is a veritable goldmine of knowledge and investment ideas
Mouboussin gives us an insight into his extremely well-equipped toolbox. He covers both classic investment topics with references to Buffett and Graham and takes the reader on a wide range of topics such as casino gambling, psychology, horse racing and evolutionary biology.
Don’t leave home without To ensure that our investment philosophy is not just good intentions, but actually guides our behavior, it must be translated into practical principles. Not all principles
